See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,336 | $55,706-77.9% | $75,886-83.7% | $72,985-83.1% |
| Participation rate | 81.6% | 61.1%+20.5pp | 69.3%+12.4pp | 69.5%+12.1pp |
| Annual return | 42.24% | 27.59%+14.6pp | 30.76%+11.5pp | 81.00%-38.8pp |
| Employer contribution / active EE | $2,938 | $1,687+74.2% | $2,500+17.5% | $2,440+20.4% |
| Participant deferral / active EE | $4,759 | $2,634+80.7% | $3,603+32.1% | $3,607+31.9% |
| Admin fee / account holder | $212 | $3,978-94.7% | $5,418-96.1% | $5,124-95.9% |